Customize Action Items in AMS360
You can now customize and map InsuredMine activities to AMS 360 Activities. Â To customize the mapping of activities: Navigate to Settings Scroll down to
InsuredMine is SOC 2
Type II Certified
AMS
AMS Sync
Manual AMS Sync Button in InsuredMine’s AMS Integration In this article, you will learn: Introduction Locating the Manual Sync Button Benefits of the Manual Sync
Manual Sync of Activities in AMS360
Now you can sync the activities of contact with AMS 360. The sync option can be either manual or automatic. To view the enhancement: Navigate
Renewed Policy Workflow Automation
Renewed workflow automation is available for NowCerts, QQ Catalyst, and AMS360 users. This workflow can be scheduled for any policy that gets renewed into your
Filter by Policy Status in Book of Business Report
You can now filter your book of business by Policy Status (Active, Inactive, etc). This feature is available for AMS360 only. To view the enhancement:
Policy Premium Transaction Enhancement
On the policy details page, you will find the policy premium tab, where you can add a new policy premium, edit and delete policy premium.
Open in HawkSoft link
Now you can easily switch to the contact page in Hawksoft from InsuredMine accounts and contact 360 by clicking on the Open in HawkSoft link.
Form Notification for Representatives and Executives
This feature will help the Representatives and Executives to receive notification of the information shared by the customers via Forms that the agent had shared
NowCerts Integration
In this article, you will learn: 1) Add prospect in IM Data Points that will be integrated between Nowcerts & InsuredMine in contact section :
Intake Forms in Account 360
Intake forms will now be visible in the Account 360 section along with the Contact 360 section of the contact. Any intake form that has
Personal/Commercial Accounts and Contacts Logic in Insuredmine for AMS360
Scope: This document is created for the purpose of providing the logic behind the accounts and contacts mapping for both commercial and personal accounts for
Handle CSR for AMS360 Agencies
If you log in as a CSR in your InsuredMine account, the data in Contacts, Accounts, and Policies will be visible with the representative filter
